GUARDIAN WEALTH MANAGEMENT, LLC
Legal name: GUARDIAN WEALTH MANAGEMENT
CRD #146923 SEC #801-125769 SALT LAKE CITY, UT 385-355-4455
SEC Registered
Total AUM
$151.9M
Discretionary
$151.9M
Employees
3
Clients
1
Accounts
344
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERG, STACY, SU | I | MEMBER | NA | |
| BERG, STACY, SU | I | MEMBER | NA | |
| BERG, STACY, SU | I | MEMBER | NA | |
| BERG, STACY, SU | I | MEMBER | NA | |
| BERG, STACY, SU | I | MEMBER | NA | |
| BERG, STACY, SU | I | MEMBER | NA | |
| BERG, STACY, SU | I | MEMBER | NA | |
| BERG, STACY, SU | I | MEMBER | NA | |
| BERG, STACY, SU | I | MEMBER | NA | |
| BERG, STACY, SU | I | MEMBER | NA | |
| BERG, STACY, SU | I | MEMBER | NA | |
| BERG, EARL, TODD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERG, EARL, TODD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERG, EARL, TODD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERG, EARL, TODD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERG, EARL, TODD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERG, EARL, TODD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERG, EARL, TODD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERG, EARL, TODD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERG, EARL, TODD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERG, EARL, TODD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERG, EARL, TODD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BARTON, BRIAN, ERIC | I | MANAGING MEMBER | D | Control |
| BARTON, BRIAN, ERIC | I | MANAGING MEMBER | D | Control |
| BARTON, BRIAN, ERIC | I | MANAGING MEMBER | D | Control |
| BARTON, BRIAN, ERIC | I | MANAGING MEMBER | D | Control |
| BARTON, BRIAN, ERIC | I | MANAGING MEMBER | D | Control |
| BARTON, BRIAN, ERIC | I | MANAGING MEMBER | D | Control |
| BARTON, BRIAN, ERIC | I | MANAGING MEMBER | D | Control |
| BARTON, BRIAN, ERIC | I | MANAGING MEMBER | D | Control |
| BARTON, BRIAN, ERIC | I | MANAGING MEMBER | C | Control |
| BARTON, BRIAN, ERIC | I | MANAGING MEMBER | C | Control |
| BARTON, BRIAN, ERIC | I | MANAGING MEMBER | C | Control |
| BARTON, BRIAN, ERIC | I | MANAGING MEMBER | C | Control |
| BARTON, BRIAN, ERIC | I | MANAGING MEMBER | C | Control |
| BARTON, BRIAN, ERIC | I | MANAGING MEMBER | C | Control |
| BERG, EARL, TODD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| BERG, EARL, TODD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| BERG, EARL, TODD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| BERG, EARL, TODD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| BERG, EARL, TODD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| BERG, EARL, TODD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| BERG, COLBY, TODD | I | MEMBER | B | |
| BERG, COLBY, TODD | I | MEMBER | B | |
| BERG, COLBY, TODD | I | MEMBER | B | |
| BERG, COLBY, TODD | I | MEMBER | B | |
| BERG, COLBY, TODD | I | MEMBER | B | |
| BERG, COLBY, TODD | I | MEMBER | B |
Registrations
Federal
IA
Dec 24, 2025 REGISTERED
Notice Filings (1)
UT
Address
299 SOUTH MAIN STREETSUITE 1300
SALT LAKE CITY, UT 84111
United States
Phone: 385-355-4455